Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $11,332 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,767 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,545 | $65,125-68.5% | $143,797-85.7% | $66,949-69.3% |
| Participation rate | 78.3% | 65.2%+13.1pp | 80.3%-2.0pp | 69.8%+8.5pp |
| Annual return | -15.41% | -11.13%-4.3pp | -0.04%-15.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $14 | $2,362-99.4% | $4,952-99.7% | $2,545-99.4% |
| Participant deferral / active EE | $2,857 | $2,920-2.2% | $5,638-49.3% | $4,239-32.6% |
| Admin fee / account holder | $141 | $503-72.0% | $14,679-99.0% | $594-76.2% |